Diversifying Your Financial Portfolio

Indexed universal life (IUL) insurance can be a safe, smart way to supplement Social Security, Mutual Funds and other retirement savings plans.

Transcript:

Diversifying Your Financial Portfolio

[video: Text appears that reads "Indexed Universal Life Insurance From United of Omaha Life Insurance Company" followed by "Diversifying Your Financial Portfolio".]

An IUL policy can help diversify and balance the risk of your financial portfolio. It can give you more control, flexibility and options for your financial future.

Like many people today, you may have access to a 401(k) or other retirement plan. And that’s a great first step toward saving for your future.

[video: A man in business attire speaks to the camera. Text appears to the right of the screen that reads "limits on contributions", "restrictions when accessing money" and "money can be taxable".]

However, it’s important to understand there are limits with qualified plans, like 401(k)s. There are limits on how much you can contribute annually. And there are restrictions on when you can access your money without penalties.

And when you do take your money out of a qualified plan, the money can be taxable to you as income.

[video: Text appears next to the man on the left side of the screen that reads "protect your family" and "supplement your income".]

As part of your financial strategy, IUL can help you protect your family and give you the opportunity to supplement your income when you retire.

[video: Text appears next to the man on the left side of the screen that reads "providing for our heirs", "support your lifestyle in retirement", potential market volatility", "uncertain economy and inflation" and "taxes going up".]

Indexed Universal Life can be a safe, smart way to supplement Social Security and your current retirement savings plans, such as traditional or Roth IRAs, Mutual Funds, CDs, deferred annuities and qualified plans.

[video: Text appears next to the man on the right side of the screen that reads "protect loved ones" and "opportunity to grow cash value".]

It can help you financially protect your loved ones and give you the opportunity to grow cash value for your retirement.

[video: Text appears that reads "Learn More About Indexed Universal Life" followed by "www.mutualofomaha.com".]